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Our Staff

Karen Banzhoff, Client Services Manager and Executive Assistant

Karen is our Client Services Manager and Executive Assistant to our firm’s principal, Chris Murray. Through her daily interaction with our asset management and financial strategist partners, Karen facilitates the creation of new accounts, processes all applications and manages all transfer and withdrawal requests. Karen spent two decades as an Executive Assistant in a top 10 corporation. She is a dedicated professional who truly enjoys helping our clients and building strong, personal relationships with them. 

Carole P. Murray, Accounting Manager

Carole oversees all our internal bookkeeping. She manages payroll, accounts payable, accounts receivable and risk management issues for the firm and our employees. She has been with the firm since it was founded in 1995.



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*Insurance and annuity product guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.